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Melinda W

CFP®

Edmond, OK

Hughes Warren, Inc.

Melinda Warren is a CFP® professional with 24 years of industry experience, currently serving at Hughes Warren, Inc. in Edmond, OK, where she has worked since 2007. Outside of financial advising, she is involved in property management through her role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, pension plans, and business entities, utilizing customized and model portfolios with a focus on mutual funds and ETFs. The firm combines a small advisory team with model solutions and third-party services to manage a high client load and offers educational seminars and a monthly newsletter.

General tax planning Tax-loss harvesting
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Theodore H

CFP®, Series 65

Edmond, OK

Hughes Warren, Inc.

Theodore Hughes is a CFP® with 24 years of industry experience, currently serving as an advisor at Hughes Warren, Inc. since 2007. He is also involved in property management through his role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management primarily to individuals, pension/profit-sharing plans, and business entities, using model portfolios and third-party services to manage a high client load while offering customized financial planning and investment oversight.

General tax planning Tax-loss harvesting
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